Add website leads to spreadsheet and email series

Your website form submissions arrive untracked, so contact details and context are scattered and missed. You get consistent records and an automated welcome email so prospects are contacted same day.

Workflow preview:

Zap details:

Overview

Stop website signups from getting lost in your inbox — capture each submission as a structured lead and send the first welcome message automatically. That gives mortgage advisors consistent client context and ensures outreach happens same day.